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BlackDiamond Wealth Management’s Apple AAPL Stock Holding History

BlackDiamond Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.91M Sell
27,220
-405
-1% -$105K 3.32% 3
2025
Q4 		$7.59M Buy
27,625
+3,839
+16% +$1.03M 3.7% 2
2025
Q3 		$6.06M Sell
23,786
-103
-0.4% -$23.3K 3.3% 4
2025
Q2 		$4.96M Buy
23,889
+448
+2% +$90.5K 2.87% 4
2025
Q1 		$4.65M Buy
23,441
+1,180
+5% +$273K 3.14% 6
2024
Q4 		$5.57M Buy
22,261
+768
+4% +$181K 3.22% 3
2024
Q3 		$4.82M Buy
21,493
+4,373
+26% +$977K 2.91% 5
2024
Q2 		$3.65M Buy
17,120
+3,205
+23% +$598K 2.4% 5
2024
Q1 		$2.39M Sell
13,915
-734
-5% -$133K 1.7% 15
2023
Q4 		$2.75M Buy
14,649
+1,077
+8% +$199K 2.02% 9
2023
Q3 		$2.31M Buy
13,572
+222
+2% +$40.7K 2.09% 12
2023
Q2 		$2.58M Buy
13,350
+1,004
+8% +$175K 2.18% 9
2023
Q1 		$2.02M Buy
12,346
+875
+8% +$129K 2.07% 13
2022
Q4 		$1.5M Buy
11,471
+678
+6% +$96.9K 1.7% 15
2022
Q3 		$1.64M Buy
10,793
+279
+3% +$43.8K 1.98% 14
2022
Q2 		$1.61M Buy
10,514
+777
+8% +$118K 2.01% 13
2022
Q1 		$1.7M Buy
9,737
+88
+0.9% +$14.8K 2.03% 13
2021
Q4 		$1.71M Buy
+9,649
New +$1.52M 1.97% 12

Other funds holding AAPL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackDiamond Wealth Management's AAPL Position: Q1 2026 in Review

BlackDiamond Wealth Management reduced its Apple (AAPL) stake by 1.5% in Q1 2026, selling an estimated $105K and leaving 27,220 shares worth $6.91M. The position accounts for 3.32% of the portfolio, ranked #3.

BlackDiamond Wealth Management first reported a position in AAPL in Q4 2021 and has held it in 18 quarters since. The position peaked at $7.59M in Q4 2025. 6,074 funds tracked by Wall St. Rank hold AAPL as of Q1 2026.

  • BlackDiamond Wealth Management held 27,220 shares of Apple worth $6.91M as of Q1 2026.
  • BlackDiamond Wealth Management sold 405 Apple shares in Q1 2026, an estimated $105K.
  • Apple made up 3.32% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #3 holding.
  • BlackDiamond Wealth Management first reported a position in Apple in Q4 2021 and has held it in 18 quarters since.
  • BlackDiamond Wealth Management's Apple position peaked at $7.59M in Q4 2025.
  • 6,074 funds tracked by Wall St. Rank held Apple as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.